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To: Valueman who wrote (1771)	4/15/1999 9:59:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

It's my worst nightmare - this thread is starting to look like Qcom version. Samsung is planning to use their own chipsets in all their future handsets - just like Sony is. I'm not talking about phones currently in shops, I'm talking about their plans for late 1999 and 2000. Qualcomm is not a leading brand - they may be number two in CDMA phone sales now, but when brand awareness is measured they are miles behind Motorola, Nokia, Samsung and Sony. You don't seriously think Qualcomm will be even in the top three after this year is over? Motorola is the one that has landed the big foreign CDMA phone orders in Brazil and Korea. How is that possible after the three-year delay they had before entering CDMA handset market? Yes, I know that Nokia, Ericsson and Motorola are all supposedly "negotiating" with Qualcomm. I also know that people at Qualcomm thread specifically claimed that Nokia and Motorola would be forced to use Qualcomm chipsets in 6185 and Startac models. Well - did it happen? These companies all going ahead with plans to use chipsets from Qualcomm's competitors. Do you really think that they want to subsidize Qualcomm's phone business when they can order chips from companies that are not direct competitiors? Tero

To: Valueman who wrote (1771)	4/15/1999 10:59:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

"I would think your worldwide network of tuned-in telecom experts would have informed you by now that what is said by Samsung's chip division is different that what is actually happening at Samsung's PHONE division. Call them and ask them yourself. Samsung remains a QCOM ASIC customer, and will continue to be a QCOM ASIC customer on a large scale." Can you help me out here? Following statements made by Samsung show that reducing rapidly the use of Qualcomm chip technology is a company priority for Samsung. Just like it is for other handset companies. Do you really think that Samsung chipset division and handset division aren't working in cooperation? When Samsung says it is determined to cut 2 billion dollars from its import costs, who do you think they are referring to? Häagen-Dazs? Tero The MSM and BBA are non-memory devices for handsets comparable in importance to the central processing unit in a computer. These critical components have all been imported from Qualcomm in the US until now, costing Korean handset manufacturers at least US$1 billion. Moreover, these imports have been increasing with the expansion of the CDMA market. Samsung Electronics invested around two years and some W27 billion to develop these chips. The company has filed for 25 domestic and foreign patents related to the hardware and methods for activating the "acoustic echo canceler" function for improving voice quality when using a hands-free kit. The BBA chip transfers data between the wireless RF components and the MSM. To date, only Sony and Qualcomm have produced this high-value-added device. It is designed to operate on just 200 milliamperes, helping to increase call time and standby time. The BBA chip comes in four different package types to accommodate manufacture designs for smaller and lighter handsets. At the same time it begins mass-production of the MSMs and BBAs, Samsung has completed development of its own frequency synthesizers and high-frequency (RFIC) chipsets. As a result, the company has completed localization of at least 90% of the parts and components used in wireless handsets, a feat that will greatly improve their international competitiveness. By 2003, the company expects to save some US$2 billion in import costs.